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WorkCurrent AI Terms of Service

Effective date: July 23, 2026

These Terms of Service (the "Terms") govern access to and use of the WorkCurrent AI software, including the WorkCurrent AI application made available through the monday.com marketplace and any related websites, features, support, documentation, and services that refer to these Terms (collectively, the "Service").

The Service is provided by WorkCurrent AI Inc., a Canadian federal corporation with offices at 150 King St. W, Suite 200, Toronto, Ontario, M5H 1J9, Canada ("WorkCurrent," "we," "us," or "our").

By installing, accessing, purchasing, or using the Service, or by accepting these Terms on behalf of an organization, you agree to these Terms. If you accept these Terms for a company or other organization, you represent that you have authority to bind that organization. In these Terms, "Customer" means that organization, and "Authorized User" means an individual permitted by Customer to use the Service.

If Customer and WorkCurrent have entered into a signed master services agreement, order form, data processing addendum, or other written agreement covering the Service, that signed agreement controls to the extent of a direct conflict with these Terms.

1. Business use and eligibility

The Service is intended only for business and professional use. An Authorized User must be at least 18 years old and must use the Service on behalf of a business or other organization. The person installing the marketplace application must be authorized to connect Customer's monday.com account and make account-level configuration decisions.

The Service is not offered for personal, family, household, or consumer use.

2. The Service

WorkCurrent is a sales operating and revenue intelligence platform designed to make Customer's CRM information more usable. Depending on the applicable plan and the features then available, the Service may provide:

  • an Adaptive Deal Mind containing Customer-approved company, offer, sales-process, and playbook context;
  • call reviews, scorecards, rep coaching, and manager one-to-one toolkits;
  • deal-health, qualification, stakeholder, sentiment, objection, competitor, and risk insights;
  • conversation-adjusted pipeline and forecast views;
  • quarterly or annual planning inputs;
  • recommended CRM property, task, note, and activity updates;
  • pre-call preparation, live coaching, battlecards, follow-up assistance, and sales administration;
  • automatic or user-approved deal, task, activity, and CRM updates where enabled by an administrator; and
  • other features described in the Service or applicable documentation.

Some features may be unavailable in a particular plan, integration, region, or release. We may add, modify, or discontinue features in accordance with Section 21.

3. Customer accounts and Authorized Users

Customer is responsible for:

  • selecting its Authorized Users and administrators;
  • maintaining the confidentiality and security of its accounts and credentials;
  • promptly removing access for individuals who are no longer authorized;
  • all activities occurring through its accounts, except to the extent caused by WorkCurrent's breach of these Terms; and
  • ensuring that its Authorized Users comply with these Terms.

Customer must promptly notify us at support@workcurrent.ai if it becomes aware of unauthorized access to the Service or a connected account.

4. Connected services and monday.com

The Service may connect with monday.com and other third-party platforms selected by Customer. Customer authorizes WorkCurrent to access, process, transmit, and, where configured, write data to those connected services as necessary to provide the Service.

Customer controls which supported boards, fields, records, integrations, and features it connects or enables. Certain configuration choices may apply at the Customer account level and therefore affect all Authorized Users.

Third-party platforms are governed by their own agreements and privacy practices. WorkCurrent does not control, and is not responsible for, the availability, security, accuracy, modification, or discontinuation of a third-party platform. The Service may be affected if a third party changes its application programming interfaces, permissions, pricing, functionality, or terms.

monday.com is not a party to these Terms and does not sponsor or warrant the Service. References to monday.com are solely to identify an independent third-party platform with which the Service interoperates.

5. Customer Data and permissions

"Customer Data" means data, content, communications, files, records, transcripts, notes, configuration information, and other material submitted to the Service by or for Customer, accessed from a connected service at Customer's direction, or generated for Customer from that material.

As between the parties, Customer retains all right, title, and interest in Customer Data. Customer grants WorkCurrent a non-exclusive, worldwide, limited-term right to host, access, copy, process, transmit, display, modify, create derivative operational outputs from, and otherwise use Customer Data only as reasonably necessary to:

  • provide, configure, secure, support, and maintain the Service;
  • follow Customer's instructions and enabled configurations;
  • prevent or address fraud, abuse, security, support, or technical issues;
  • comply with applicable law; and
  • produce aggregated or de-identified information in accordance with Section 6.

Customer represents that it has all rights, permissions, notices, and lawful bases necessary for WorkCurrent to process Customer Data as contemplated by these Terms. This includes any legally required permission to access employee accounts, monitor business communications, record or transcribe meetings, analyze communications, and process information about prospects, customers, employees, contractors, and meeting participants.

6. Data use and AI model training

WorkCurrent does not sell Customer Data and does not disclose Customer Data for cross-context behavioural advertising.

WorkCurrent does not use Customer Data to train generalized or cross-customer artificial intelligence models. Customer Data may be used to provide and personalize the Service within Customer's own environment, including by retrieving Customer's previous information, maintaining Customer-specific context, and improving Customer-specific playbooks or outputs.

We may create and use aggregated or de-identified information for analytics, security, performance measurement, capacity planning, and improvement of the Service, provided that the information does not reasonably identify Customer or an individual and we do not attempt to re-identify it.

If Customer provides feedback, suggestions, or feature requests, Customer grants WorkCurrent a perpetual, irrevocable, worldwide, royalty-free right to use that feedback without restriction or compensation, provided that we do not publicly identify Customer as the source without permission.

7. AI outputs, forecasting, and automated actions

The Service uses artificial intelligence and automated processing. AI-generated or inferred outputs may include summaries, recommendations, drafts, scores, coaching, sentiment, stakeholder assessments, deal risks, next actions, and forecast probabilities.

Customer acknowledges that:

  • AI outputs are probabilistic and may be incomplete, inaccurate, outdated, biased, or unsuitable for Customer's circumstances;
  • conversation-adjusted forecasts and deal probabilities are estimates and not guarantees of revenue, timing, buyer behaviour, or commercial outcomes;
  • Customer must apply appropriate human review before relying on, sending, or acting on an output;
  • Customer remains responsible for its sales process, communications, CRM data, business decisions, and results; and
  • WorkCurrent does not provide legal, accounting, tax, employment, credit, investment, or other regulated professional advice.

Some features may require a user to approve a proposed change before it is written to a CRM. Other features may perform actions automatically if Customer's administrator expressly enables that behaviour. Customer is responsible for reviewing and configuring permissions, approval settings, and automations appropriate to its organization.

Customer must not use the Service or an AI output as the sole basis for a decision that produces legal or similarly significant effects for an individual, including decisions concerning employment, compensation, discipline, promotion, termination, credit, insurance, housing, health care, or access to essential services.

8. Recording, transcription, and communications consent

The marketplace Service may process transcripts, summaries, attendee information, and related meeting content created by monday.com or another connected service. If Customer enables any present or future recording, transcription, monitoring, or communications feature, Customer is solely responsible for:

  • providing legally sufficient notice;
  • obtaining all required consents;
  • complying with laws governing recording, wiretapping, monitoring, employment, privacy, and electronic communications; and
  • configuring the Service in a manner appropriate to the locations and participants involved.

WorkCurrent may provide notices or technical controls to assist Customer, but those measures do not replace Customer's legal responsibilities.

9. Sensitive and regulated information

The Service is designed for ordinary business, sales, CRM, and commercial communications data. Unless WorkCurrent has expressly agreed otherwise in writing, Customer must not intentionally submit or use the Service to process:

  • protected health information or medical records;
  • Social Insurance Numbers, Social Security numbers, passport numbers, driver's licence numbers, or similar government identifiers;
  • full payment-card, bank-account, or authentication credentials;
  • consumer credit reports;
  • biometric identifiers or biometric templates;
  • criminal records;
  • information subject to export-control or classified-information restrictions;
  • data relating to children; or
  • other highly sensitive or specially regulated information not reasonably necessary for the ordinary use of a sales CRM.

10. Acceptable use

Customer and Authorized Users must not, directly or indirectly:

  • use the Service in violation of law or another person's rights;
  • access or process data without authorization;
  • use the Service to discriminate unlawfully, deceive, harass, threaten, defame, or facilitate unlawful surveillance;
  • impersonate another person or misrepresent the source of a communication where disclosure is legally required;
  • upload malware or harmful code;
  • interfere with, overload, disrupt, or circumvent the Service or its security controls;
  • probe, scan, or test vulnerabilities without our written permission;
  • reverse engineer, decompile, disassemble, translate, or attempt to discover source code, non-public models, prompts, or algorithms, except to the limited extent a restriction is prohibited by law;
  • scrape or extract data from the Service except through documented export features;
  • resell, sublicense, timeshare, or provide the Service for the benefit of an unaffiliated third party without our written permission;
  • use the Service to build, train, or benchmark a competing product, except for internal evaluation of Customer's own use; or
  • remove proprietary notices or misrepresent ownership of the Service.

11. WorkCurrent intellectual property

WorkCurrent and its licensors own all right, title, and interest in the Service, including software, interfaces, workflows, methods, prompts, models, scoring systems, documentation, designs, trademarks, and all improvements or derivatives, excluding Customer Data.

Subject to these Terms and payment of applicable fees, WorkCurrent grants Customer a limited, non-exclusive, non-transferable, non-sublicensable right during the subscription term to allow Authorized Users to access and use the Service solely for Customer's internal business purposes.

No rights are granted except as expressly stated in these Terms.

12. Confidentiality

"Confidential Information" means non-public business, technical, financial, commercial, security, product, customer, or other information disclosed by one party to the other that is identified as confidential or that reasonably should be understood to be confidential given its nature and the circumstances of disclosure. Customer Data is Customer's Confidential Information. The Service's non-public functionality, architecture, security information, road map, models, prompts, methods, and pricing are WorkCurrent's Confidential Information.

The receiving party will:

  • use the disclosing party's Confidential Information only to perform or exercise rights under these Terms;
  • protect it using at least reasonable care and no less care than it uses for its own similarly sensitive information;
  • disclose it only to personnel, affiliates, contractors, subprocessors, and professional advisers who need to know it and are bound by confidentiality obligations; and
  • notify the disclosing party of any known unauthorized use or disclosure where legally and practically appropriate.

These obligations do not apply to information that the receiving party can demonstrate: (a) is publicly available without breach; (b) was lawfully known without restriction before disclosure; (c) was lawfully received from a third party without a confidentiality obligation; or (d) was independently developed without use of the Confidential Information.

A receiving party may disclose Confidential Information where required by law, subpoena, or court order, provided that, where legally permitted, it gives reasonable advance notice and discloses only what is required.

The confidentiality obligations for general Confidential Information continue for five years after the later of disclosure or termination. Trade secrets remain protected for so long as they remain trade secrets. Customer Data remains subject to the Privacy Policy and any applicable data processing agreement for so long as WorkCurrent retains it.

WorkCurrent will not use Customer's name, logo, testimonial, or case study publicly without Customer's written permission, except for an independently submitted public marketplace review as permitted by the applicable platform.

13. Security and privacy

WorkCurrent will maintain reasonable administrative, technical, and organizational safeguards designed to protect Customer Data against unauthorized access, use, alteration, or disclosure, taking into account the nature and sensitivity of the data and the Service.

These safeguards include, as applicable to the relevant systems, encryption of data in transit and at rest, encryption of monday.com access tokens, access controls, logical separation of customer environments, monitoring, and procedures for addressing security incidents.

Customer is responsible for the security of its connected services, devices, user permissions, and credentials. No internet-based service can be guaranteed completely secure.

Our processing of personal information is described in the WorkCurrent AI Privacy Policy. If Customer and WorkCurrent execute a data processing addendum, that addendum controls with respect to its subject matter.

14. Fees, marketplace billing, and taxes

Plans, prices, user limits, features, billing periods, and applicable taxes are shown in the monday.com marketplace or an applicable order form.

For subscriptions purchased through monday.com:

  • monday.com processes billing, taxes, renewals, payment failures, cancellations, refunds, plan changes, and marketplace payouts under its then-current marketplace rules;
  • subscriptions renew automatically unless cancelled through monday.com before the applicable renewal date;
  • uninstalling the application does not by itself cancel the marketplace subscription;
  • cancellation generally prevents renewal but does not create a refund or shorten the current paid term except where required by monday.com's rules or applicable law; and
  • access may continue during any marketplace payment grace period and may be limited or disabled when monday.com indicates that the subscription is inactive or payment has not been resolved.

WorkCurrent may change marketplace pricing for future purchases or renewals as permitted by monday.com's pricing and versioning rules. A pricing change will not retroactively alter an active paid subscription except as permitted by the applicable marketplace rules.

Enterprise services, custom development, implementation, integrations, and professional services are not included unless expressly stated and may be governed by a separate order form or master services agreement.

Customer is responsible for taxes that are not collected and remitted by the marketplace, excluding taxes based on WorkCurrent's net income.

15. Support

Customer may contact support@workcurrent.ai for support. We aim to acknowledge support requests within two business days. This is a response target, not a guaranteed resolution time or service-level agreement, unless a signed enterprise agreement states otherwise.

16. Beta, preview, and evaluation features

WorkCurrent may make alpha, beta, preview, early-access, evaluation, or experimental features available on an optional basis. These features may be incomplete, changed, discontinued, or never made generally available. They may be subject to additional terms and are provided for evaluation without a service-level commitment.

Customer must not use a beta or preview feature for a purpose where failure could cause material harm. WorkCurrent's confidentiality and privacy obligations continue to apply to Customer Data processed by beta or preview features.

17. Warranties and disclaimers

Each party represents that it has authority to enter into these Terms.

WorkCurrent will use commercially reasonable efforts to provide the paid Service substantially in accordance with its then-current documentation. Customer's exclusive remedy for a material breach of this limited warranty is for WorkCurrent to use commercially reasonable efforts to correct the nonconformity and, if WorkCurrent cannot do so, to permit termination of the affected paid Service and facilitate any refund of unused prepaid fees that is available through monday.com or required by applicable law.

Except for the express limited warranty above, to the maximum extent permitted by law, the Service, beta features, third-party integrations, and AI outputs are provided "as is" and "as available." WorkCurrent disclaims all implied or statutory warranties, including merchantability, fitness for a particular purpose, title, and non-infringement.

WorkCurrent does not warrant that the Service will be uninterrupted, error-free, secure against every threat, compatible with every configuration, or that an output, forecast, score, recommendation, or commercial result will be accurate or achieved.

18. Indemnification and intellectual property claims

Customer will defend WorkCurrent, its affiliates, and their directors, officers, personnel, and contractors against a third-party claim arising from:

  • Customer Data or Customer's lack of rights, notices, or consents for that data;
  • Customer's recording, transcription, monitoring, or communications practices;
  • Customer's products, services, representations, or communications;
  • Customer's or an Authorized User's unlawful or prohibited use of the Service;
  • Customer's modification or combination of the Service with unauthorized technology; or
  • material supplied by Customer that infringes or misappropriates a third party's rights.

Customer will indemnify the protected parties for damages, reasonable legal fees, and costs finally awarded or approved in a settlement. WorkCurrent will provide prompt notice, allow Customer to control the defence and settlement, and provide reasonable assistance at Customer's expense. Customer may not settle a claim in a manner that admits wrongdoing by, imposes non-monetary obligations on, or fails to fully release a protected WorkCurrent party without WorkCurrent's written consent.

If WorkCurrent reasonably believes the unmodified paid Service infringes a third party's intellectual property right, WorkCurrent may: (a) obtain the right for Customer to continue using it; (b) modify or replace the affected feature with a substantially equivalent non-infringing feature; or (c) discontinue the affected feature and facilitate a refund of unused prepaid fees for that feature where available through monday.com. This paragraph states Customer's exclusive remedy for an intellectual property claim concerning the marketplace Service. Any broader WorkCurrent indemnity must be stated in a signed enterprise agreement.

19. Limitation of liability

To the maximum extent permitted by law, neither party, nor its affiliates, suppliers, or personnel, will be liable for any indirect, incidental, special, exemplary, punitive, or consequential damages, or for loss of profits, revenue, goodwill, business opportunities, anticipated savings, or business interruption, arising out of or relating to the Service or these Terms, even if advised that such damages were possible.

Except for the Special Cap and Excluded Claims below, each party's total aggregate liability arising out of or relating to the Service and these Terms will not exceed the fees paid or payable for the affected Service during the 12 months immediately before the event giving rise to the claim.

WorkCurrent's total aggregate liability for its breach of Section 12 (Confidentiality), its contractual data-protection obligations, or its contractual security obligations will not exceed two times the fees paid or payable for the affected Service during the 12 months immediately before the event giving rise to the claim (the "Special Cap").

The limitations in this Section do not apply to: (a) Customer's payment obligations; (b) a party's fraud or wilful misconduct; (c) a party's deliberate infringement or misappropriation of the other party's intellectual property rights; or (d) liability that cannot lawfully be limited (the "Excluded Claims").

The limitations apply regardless of the form of action and even if a limited remedy fails of its essential purpose. The parties agree that the limitations reflect the allocation of risk and are a basis of the pricing offered.

20. Suspension, termination, and data handling

20.1 Suspension

WorkCurrent may suspend or restrict access immediately, in whole or in part, if reasonably necessary to address:

  • nonpayment or an inactive marketplace subscription;
  • suspected compromise, fraud, abuse, or security risk;
  • unlawful activity or a violation of these Terms;
  • a threat to the Service, monday.com, WorkCurrent, another customer, or any person;
  • excessive use that materially harms the Service; or
  • a legal or third-party platform requirement.

Where practical, WorkCurrent will provide notice and limit the suspension to the affected user, integration, or feature.

20.2 Termination for breach

Either party may terminate these Terms or an affected Service if the other party materially breaches these Terms and fails to cure the breach within 30 days after written notice. WorkCurrent may terminate or suspend immediately for fraud, deliberate abuse, unlawful conduct, a serious security threat, or a breach that cannot reasonably be cured.

Nonpayment and marketplace cancellation are handled in accordance with monday.com's marketplace rules.

20.3 Uninstalling and cancelling

Uninstalling the monday.com application disconnects the integration and stops future access to and processing of monday.com data, but it does not automatically cancel a marketplace subscription. Customer must manage cancellation through monday.com.

Uninstalling the marketplace application does not terminate a separate enterprise agreement unless that agreement expressly says otherwise.

20.4 Data export and deletion

Customer should export any data it wishes to retain before uninstalling the marketplace application. Following monday.com deauthorization, deactivation, uninstall, or other termination of the marketplace application, WorkCurrent will delete marketplace-derived end-user data and associated metadata within 10 days, unless Customer has provided clear, express written consent for longer retention under a separate active agreement or retention is legally required.

Termination does not automatically reverse updates previously written to Customer's CRM or another connected service. Customer remains responsible for reviewing and retaining its source records. Where technically feasible, WorkCurrent may provide reasonable instructions or assistance to identify or remove WorkCurrent-created fields, views, or automations; substantial assistance may require a separate paid engagement.

20.5 Effect of termination

Upon termination, Customer's right to use the affected Service ends. Accrued payment obligations remain due. Sections concerning Customer Data, intellectual property, confidentiality, disclaimers, indemnification, liability, disputes, and provisions that by their nature should survive will survive.

21. Changes and discontinuation

WorkCurrent may update the Service and these Terms. We will post updated Terms with a revised effective date and provide reasonable notice of material changes through the Service, by email, or through monday.com. If a material change takes effect during a paid term and materially reduces Customer's contractual rights, Customer may contact legal@workcurrent.ai to discuss the change.

WorkCurrent may discontinue a feature or the marketplace Service. Where commercially reasonable, we will provide at least 30 days' notice before discontinuing the entire paid marketplace Service. No advance notice is required where continued operation is unlawful, presents a material security risk, or becomes impracticable because an essential third party unexpectedly withdraws access.

22. Communications with installers and users

WorkCurrent may contact the person who installs the application, Customer administrators, and Authorized Users using the contact information associated with the account for:

  • installation and onboarding;
  • authentication and account administration;
  • support and customer success;
  • security, privacy, legal, or incident notices;
  • billing and subscription administration;
  • service availability and material product changes;
  • product education and adoption; and
  • other transactional communications necessary to provide the Service.

We may send promotional or marketing communications where permitted by applicable law. Promotional messages will identify WorkCurrent and include a method to unsubscribe. Opting out of marketing does not stop essential service, security, billing, or legal communications.

23. Governing law and disputes

These Terms are governed by the laws of Ontario and the federal laws of Canada applicable in Ontario, without regard to conflict-of-laws rules.

The parties submit to the exclusive jurisdiction of the provincial and federal courts located in Toronto, Ontario, for disputes arising out of or relating to the Service or these Terms, except that either party may seek urgent injunctive or equitable relief in any court of competent jurisdiction to protect confidential information, security, or intellectual property.

Before filing a claim, a party will provide written notice describing the dispute and allow at least 30 days for good-faith efforts to resolve it, unless urgent relief is required.

24. General terms

Notices. Legal notices to WorkCurrent must be sent to legal@workcurrent.ai and to WorkCurrent AI Inc., 150 King St. W, Suite 200, Toronto, Ontario, M5H 1J9, Canada. WorkCurrent may provide notices to Customer through the Service, monday.com, or the email address associated with Customer's administrator or installer.

Assignment. Customer may not assign these Terms without WorkCurrent's written consent, except in connection with a merger or sale of substantially all of Customer's assets where the assignee is not a WorkCurrent competitor and agrees to these Terms. WorkCurrent may assign these Terms to an affiliate or in connection with a merger, financing, reorganization, or sale of all or substantially all of its business or assets.

Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control, except that this does not excuse payment obligations.

No waiver. Failure to enforce a provision is not a waiver.

Severability. If a provision is unenforceable, it will be modified to the minimum extent necessary and the remainder will continue in effect.

Independent contractors. The parties are independent contractors. These Terms do not create a partnership, agency, fiduciary, franchise, or employment relationship.

No third-party beneficiaries. These Terms do not create rights for any third party, except as expressly stated in the indemnification and liability provisions.

Entire agreement and order of precedence. These Terms, the Privacy Policy, the applicable marketplace listing, and any incorporated policies constitute the agreement for the marketplace Service. A signed enterprise MSA, order form, or data processing addendum controls over these Terms with respect to its subject matter. Customer purchase orders are for administrative convenience only and do not modify the agreement unless signed by WorkCurrent.

25. Contact

  • WorkCurrent AI Inc.
  • 150 King St. W, Suite 200, Toronto, Ontario M5H 1J9, Canada
  • Support: support@workcurrent.ai
  • Legal and privacy: legal@workcurrent.ai